Ryan P Tillema

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 11/2022
  Gwfs Equities, Inc
  New Port Richey, FL
• 02/2018 → 09/2021
  Aldi Us
  Holiday, FL
• 10/2021 → 05/2022
  Unempoyed
  New Port Richey, FL
• 09/2015 → 08/2017
  Palm Harbor Chick-Fil-A
  Palm Harbor, FL
• 08/2017 → 04/2018
  Full Time College Student
  Dade City, FL
• 08/2023 → Present
  Morgan Stanley
  Temple Terrace, FL
• 11/2022 → 08/2023
  Unempoyed
  New Port Richey, FL

Other Businesses

*566344 - Instacart; Investment related - No; Glendale, California; Retail/Online Stores; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 20; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2024-07-09
• S63 Uniform Securities Agent State Law Examination
  2022-09-08

Other Names

• Ryan Peter Tillema